CRM
Zixflow for your Agent
Flow can look up contacts, companies and deals in Zixflow, and with read and write access it can update records.
It asks for your approval before it changes anything in Zixflow. Connect with an API key from your Zixflow account.
Connect Zixflow in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Zixflow.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Zixflow.
What Flow can do depends on what Zixflow offers through its API and on the access you choose.
Things to ask
Type these to Flow once Zixflow is connected.
- Zixflow
Which Zixflow deals are linked to tenders closing this month?
- Zixflow
Create a Zixflow deal for the Vienna hospital tender, with its value and deadline.
About Zixflow
Zixflow is an AI-powered CRM and messaging platform for SMS, Email, and WhatsApp. It unifies outreach and automation so you never miss an important lead or message.
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